Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Us Socially Responsible Fund in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN | TAMPA FL | 0 | $40.9M | $393K |
| 2 | HOSPICE OF HENDERSON COUNTY, INC. HOSPICE OF HENDERSON COUNTY, INC. RETIREMENT PLAN | FLAT ROCK NC | 446 | $11.8M | $347K |
| 3 | TOTAL EDUCATION SOLUTIONS, INC. |
SOUTH PASADENA CA |
| 471 |
| $17.3M |
| $331K |
| 4 | ADENA HEALTH SYSTEM ADENA HEALTH SYSTEM TAX DEFERRED ANNUITY/MATCHED SAVINGS PLAN | CHILLICOTHE OH | 4,838 | $240.5M | $123K |
| 5 | EXODUS INTEGRITY SERVICES, INC. EXODUS INTEGRITY SERVICES, INC. EMPLOYEES SAVINGS TRUST | WILLOUGHBY OH | 62 | $3.2M | $110K |
| 6 | CHRISTOPHER HOUSE CHRISTOPHER HOUSE TAX DEFERRED ANNUITY PLAN | CHICAGO IL | 206 | $6.0M | $104K |
| 7 | DARTMOUTH HEALTH DARTMOUTH HEALTH 403(B) PLAN | LEBANON NH | 14,331 | $1.7B | $81K |
| 8 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $79K |
| 9 | NEW ENGLAND CONSERVATORY NEW ENGLAND CONSERVATORY OF MUSIC 403(B) PLAN | BOSTON MA | 604 | $78.3M | $60K |
| 10 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $28K |
